Mojo + NextAgency

Mojo + NextAgency integrations

Create leads in NextAgency from new contacts in Mojo

Easily manage and grow your leads with this automation that connects Mojo and NextAgency. Whenever a new contact is added in Mojo, this workflow will create a lead in NextAgency, saving you time and effort in transferring contact information between the two platforms. Stay organized and streamline your lead management process with this convenient solution.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create Leadwill create lead in NextAgency.
ActionWrite

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More things you can do with Mojo and NextAgency

Discover other triggers and actions you can use with Mojo and NextAgency

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
Create Case
Triggers when a new case is created.
Trigger
Instant
Try It

Create Ticket
Triggers when new ticket is created.
Trigger
Instant
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- Title
  Required
- Stage
- Priority
- Location
- Assigned To
- Case Name
  Required
- Due Date
- Body
- Tags
- Task Type
Action
Write
- Submitted At
  Required
- All Responses
  Required
- Form Name
  Required
- Form Id
  Required
Action
Write

- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
Create Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Name
  Required
- Last Name
- Contact First Name
- Contact Last Name
- Email
  Required
- Phone Number
  Required
- Lead Source
- Market Segment
  Required
- Custom Fields
Action
Write
- All Responses
  Required
- Submitted At
  Required
- Form Id
- Form Name
  Required
Action
Write
- All Responses
  Required
- Submitted At
  Required
- Form Id
  Required
- Form Name
  Required
Action
Write

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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CRM (Customer Relationship Management)

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About NextAgency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

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